Electronics Production | August 23, 2007
Qualcomm Enters Semi-<br>conductor Top-10 in Q2
Qualcomm Inc., a company that doesn't own a single semiconductor production factory, ascended to the Top-10 ranks of the global chip industry in the second quarter, according to iSuppli Corp., marking the first time a fabless company has achieved such a distinction.
Qualcomm, a U.S.-based fabless semiconductor supplier, rose to the ninth position among global semiconductor suppliers in the second quarter, up from 13th in the first quarter. The seller of communications chips in the second quarter achieved revenue $1.4 billion, up 8.6 percent from $1.3 billion in the first quarter. On its way from 14th to ninth place, Qualcomm surpassed companies with considerable manufacturing assets, including Infineon Technologies AG, Qimonda AG, Freescale Semiconductor and NEC Electronics Corp. Qualcomm now stands shoulder-to-shoulder with chip manufacturing powerhouses including NXP Semiconductors and Hynix Semiconductor Inc. The table below presents iSuppli's ranking of the Top-10 semiconductor suppliers in the second quarter of 2007. iSuppli Table 1: Quarterly Semiconductor Market Shares--Q1-'07 Through Q2-'07 (Ranking by Revenue in Millions of U.S. Dollars) Source: iSuppli Corp. August 2007 Qualcomm's coups Recent headlines covering Qualcomm's legal troubles notwithstanding, the company achieved stellar results in the second quarter. The company's 8.6 percent increase represented the highest growth rate of any Top-10 semiconductor supplier in the second quarter—and marked a significant accomplishment amid a decline in overall chip revenue. Global semiconductor revenue declined by 3.6 percent to $63.1 billion in the second quarter, down from $65.4 billion in the first quarter. The company in the first quarter replaced Texas Instruments Inc. as the world's top supplier of semiconductors for wireless applications. This marks the first time that Texas Instruments has not occupied the leadership position in this area at least since iSuppli began tracking such market share in 2004. With its valuable intellectual property, Qualcomm is capitalizing effectively on the transition to 3G technology in the mobile handset market. iSuppli doesn't expect the International Trade Commission's (ITC's) decision to ban U.S. imports of some mobile phones that include certain Qualcomm chips to significantly damage the company's third-quarter results. Asian flu While Qualcomm surged in the second quarter, Asian semiconductor suppliers Samsung Electronics Co. Ltd., Toshiba Corp., Hynix Semiconductor Inc., Sony Corp. and NEC Corp. all experienced declines in their semiconductor revenue, with Hynix and Toshiba taking the biggest hits among the Top-10 suppliers. Major weakness in the DRAM sector impacted results at several companies. Hynix of South Korea suffered the steepest sales plunge among the world's Top-10 semiconductor suppliers, with its revenue dropping to $1.96 billion, down 22.7 percent from $2.5 billion in the first quarter. The company's woes were entirely due to its falling revenue from sales of its primary product: DRAM. Hynix's DRAM revenue dropped 29.7 percent in the second quarter compared to the first. Japan's Toshiba was the second-biggest decliner among the Top-10, with its semiconductor revenue falling to $2.5 billion, down 19.3 percent from $3.1 billion in the first quarter. The company's sales drop was broad-based, with revenue decreasing in every semiconductor segment the company competes in, except NAND flash memory. It's a bad quarter for Sony Faring even worse than Hynix and Toshiba was Sony of Japan, which dropped out of the Top-10 rankings in the second quarter as its semiconductor revenue fell by the highest percentage among the world's Top-20 suppliers. Sony's semiconductor revenue in the second quarter declined to $1.3 billion, down 33.7 percent from $2 billion in the first quarter. The company's global chip ranking fell to 13th, down from seventh in the first quarter. Sony suffered huge percentage revenue declines in all semiconductor segments in which it participates. The company's woes can be traced to a specific applications market: its core consumer electronics business. Company consumer-electronics revenue fell by a stunning $589 million in the second quarter compared to the first, a 33.4 percent decline. Samsung and NEC navigate the chip downturn Samsung of South Korea fared better than most of the other Asian and Japanese semiconductor suppliers in the second quarter, with its revenue declining to $4.7 billion, down 2.5 percent from $4.8 billion in the first quarter. With this marginal decline, Samsung actually outperformed the overall semiconductor market. Like some of its fellow Asian semiconductor suppliers, Samsung took a major hit in DRAM revenue, with its sales falling to $2.1 billion in the second quarter, down 16.7 percent from $2.5 billion in the first quarter. This decline was offset by a surge in NAND flash memory revenue, which rose to $1.4 billion, up 18.9 percent from $1.2 billion in the first quarter. Japan's NEC fell out of the Top-10 rankings on a 2.5 percent decline in revenue to $1.3 billion, down from $1.4 billion in the first quarter. NEC's rank declined to 11th, down from 10th in the first quarter. The main culprit for NEC's decline was display drivers, which suffered a $24 million sales decline compared to the first quarter.
Keysight, FormFactor and CompoundTek to collaborate Keysight, FormFactor and CompoundTek, have formed a joint plan to provide an advanced photonics on-wafer testing solution to include automated alignment, simultaneous optical-optical and optical-electrical device tests.
Wireless Telecom buys Holzworth Instrumentation Wireless Telecom Group Inc. has signed a definitive agreement to acquire Holzworth Instrumentation Inc., a Boulder, Colorado-based provider of specialty phase noise analyzers and signal generators.
NCAB Group acquires Altus-PCB in USA Altus-PCB is a full-service supplier of PCBs based in New Jersey, USA, that has a business model similar to NCAB’s. Tee US company has a high level of technical expertise and sells mainly to original equipment manufacturers (OEMs).
Mycronic's Thomas Stetter looks back at a successful year As the company is moving more and more towards becoming a full solutions provider, business is taking off and the numbers show very much confirms that the Mycronic's strategy is working.
Sponsored content by NCAB Group Benelux B.V.Failure is not an option for a PCB More than 30% of the Gerbers NCAB Group Benelux B.V. reviews, have problems. However, the PCB are integrated in key end-user product with more and more High Tech PCB. We are here to support you on the new technologies growth to maintain a high reliability and quality. Contact us to review it together.
IBL Löttechnik reviews 2019 IBL Löttechnik GmbH is staying on top of the market thanks to continues R&D investments.
Second install for EFI at Mid America Display Silicon Valley’s EFI will install a second EFI Nozomi C18000 single-pass inkjet, direct-to-board printer later this month to Mid America Display.
Ron Jakeman of Electrolube looks back at a successful 2019 Electrolube has been growing, both in terms of its footprint and financially, for a number of years not; Ron Jakeman details the company's progress.
Etteplan and Scanfil to start strategic cooperation in joint customer projects Engineering company Etteplan and contract manufacturer Scanfil have today agreed to enter a strategic partnership in Finland.
The lovechild of ACE Production and InterSelect Carlos Bouras of Nordson Select gave us the rundown of the result of the integration and combination of ACE Production and InterSelect GmbH - the new Integra.
American Battery Metals, U.S. lawmakers convene American Battery Metals Corporation has completed a series of meetings with lawmakers and personnel in the Department of Energy and Department of the Interior in Washington, D.C., to discuss issues critical to the domestic battery production and storage industry.
Cogiscan, Critical Mfg. form strategic partnership Quebec, Canada-based Cogiscan and Critical Manufacturing, headquartered in Portugal, have forged a strategic partnership to deliver smart factory solutions for electronics manufacturers.
Collins Aerospace expanding in North Africa Collins Aerospace Systems, a unit of United Technologies Corp., has taken the first step toward the expansion of its existing site in Casablanca, Morocco.
Sponsored content by Nordson ASYMTEKStart-to-finish conformal coating with reliability and efficiency Nordson ASYMTEK’s flexible, modular, Panorama™ S-Line delivers conformal coating process control in a space-saving footprint with overlapping line processes that minimize manufacturing floor space. This innovative, patent-pending line layout trims 50% of the line’s length by using the lower compartment in each piece of equipment for functional use. Combined with Nordson ASYMTEK’s global support, this complete conformal coating line delivers quality, product reliability, efficiency, and safety for all your conformal coating applications.
The advantage of Vantage - Garrett Wong tells the tale Nordson Asymtek's Garrett Wong gives us a rundown of the business year and also details the Vantage Advantage
Saki’s Eddie Ichiyama details a very successful business year Eddie ichiyama from Saki gave us an update on how 2019 has been for the company and also shared some details on the recent expansion in the Czech Republic.
The ripple effect of Enrico Krog Iversen while being an active part in creating one of the fastest growing robotics companies in modern time might have been enough for most people, that does not seem to have slowed down a certain Danish entrepreneur.
Yamaha's Ichiro Arimoto on the business year and the company's new ventures Evertiq had the opportunity to talk to Ichiro Arimoto, General Manager of Yamaha Motor Europe, about the business year and the company's new ventures.
Sponsored content by SourcengineComponent Aggregators vs E-Commerce Marketplaces What is the difference between electronic component aggregators and a marketplace?
67% of a buyer’s journey is now done digitally. Learn how marketplaces emerged as full-cycle procurement platforms and challenged the traditional component aggregators.
Mycronic, Indium forge strategic partnership Indium Corporation has announced a strategic partnership with Sweden-based Mycronic, to develop no-clean and water soluble solder pastes for jetting applications.
SCHMID delivers PlasmaLine to Hofstetter PCB SCHMID announced it has installed the company’s first PlasmaLine comprising ICP etch & sputter deposition of its Korean JV SCHMID AVACO at Hofstetter PCB AG in Switzerland.
Cobot market to reach USD 9+ billion by 2025 A new report from Tractica is forecasting continued rapid growth for the global collaborative robot (cobot) market over the next few years, reaching revenue of USD 9.7 billion by 2025.
MixComm scores USD 8+ million in series B round New Jersey-based fabless semiconductor company MixComm has secured USD 8.6 million in series B funding led by existing investor, Kairos Ventures.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
SIA elects 2020 leadership The Semiconductor Industry Association (SIA) Board of Directors has elected ON Semiconductor CEO Keith Jackson as its 2020 Chair and Qorvo CEO Robert Bruggeworth as its 2020 Vice Chair.
Si wafer shipments recede for fourth straight quarter Worldwide silicon wafer area shipments slid for the fourth consecutive quarter of 2019, according to the SEMI Silicon Manufacturers Group (SMG) in its most recent quarterly analysis of the industry.
Decline in Q4 DRAM contract prices lessens as buying momentum recovers According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%.
Technica forms growth-focused equity fund San Jose-based Technica USA has reached an agreement on an equity investment centered on future growth for the global PCB fab and assembly supplier.Load more news